--News Direct--
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced it has been named a Finalist in four categories for the 2025 WealthManagement.com Industry Awards.
Callan Family Office was named a finalist in the Family Office and RIA Client Initiative categories, both recognizing its innovative Tax Overlay program. Additionally, Jack Ginter is a finalist for Chief Executive Officer of the Year for RIAs under $25 billion in assets under management, and Dan Burke is a finalist for Chief Technology Officer of the Year.
“We are thrilled to be recognized in four categories by WealthManagement.com for the Wealthies, which are so well-respected in our industry,” Ginter said. “This recognition affirms our position as an entrepreneurial, independent firm dedicated to serving the unique needs of ultra-high-net-worth families. This honor is a credit to the hard work of our entire team.”
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, recognizing firms and individuals who are bringing new innovations to market that make a real difference in the daily activities of financial advisors.
Winners will be announced at a gala and awards ceremony in New York City on September 4th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About Callan Family Office
Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, family offices, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth families, family offices, and institutions. Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional-quality research, education, and investment experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.[1]
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
[1] Callan Family Office (CFO) is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to CFO. Clients of CFO are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CFO and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CFO ARE PROVIDED SOLELY BY CFO AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CFO ARE EMPLOYEES AND AGENTS OF CFO AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC.
Contact Details
Christina Diabo
+1 201-400-7239
Company Website
https://callanfamilyoffice.com/
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